Diversity and equality

One way to effect positive change is by helping clients invest through a gender lens, says ThirtyNorth Investments exec Suzanne Mestayer.

The "I am a CFP Pro" campaign will feature younger, more diverse voices from the planning community.

While women are far less likely to engage in misconduct, they're punished much more harshly for any infractions, per a new study.

Although underrepresented in the industry, the odds of women running a passive fund versus an active fund are 1.36 to 1, Morningstar says.

There are more CFPs over 70 than there are under 30. The board's Center for Financial Planning looks to fix that with new diversity and internship initiatives.

Black employees at the firm say lucrative client accounts were often steered toward financial advisers who weren’t black.

Adviser Zaneilia Harris seeks out clients who resemble a former version of herself — young, single, African-American women struggling to make wise choices — and keeps them by structuring compensation in an atypical way.

Domestic partners who shun marriage may want to rethink those convictions. Here’s why.

Some of the most significant financial planning changes advisers should consider when working with same-sex couples.

Some of the most significant financial planning changes advisers should consider when working with same-sex couples.

Advisers beware: This could be what's wrong with how you're communicating with female clients.

Relura Horton, former regional managing director at Fidelity Custody and Clearing, hopes to attract more women clients to her new firm.

More than 80% of women in the advisory business find the old boys’ network undercuts their professional development.

The surge of women in the workforce in the 1970s and 1980s means that they have job skills, connections and careers that they can continue to pursue, says Ben Steverman.

It begins with recognizing that this is a critical investment for succession planning and cultivating the next generation of clients.

Adviser gender ratios are reversed in this sector, for better or worse.

10 financial planning tips and strategies for planners to help same-sex couples.

Many don’t want to manage their own portfolios and also hope to save more for retirement. How can advisers seize the opportunity?

As social investing has broadened its horizons, returns have also improved, says Matt Papazian, CIO of Cardan Capital Partners.

The following interviews show opportunity for gender equality in the industry, a leading recruiter says.